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How to Create a Workflow Mapping Template

A workflow mapping template is a tool that helps teams organize and streamline processes. This can help businesses identify inefficiencies and duplicate steps that may go unnoticed until they’re mapped out.


There are several different ways to create a process map, depending on the needs of the team. Some methods are better suited for specific purposes, while others provide a more comprehensive view of the entire process.



Workflow Diagrams (Flowcharts)

Flowcharts are an effective way to illustrate the entire process, including steps, decisions, and inputs. They also facilitate problem-solving, and help teams establish a clear understanding of how a process works.


Mind Maps

Another popular way to visualize a process is through mind maps. They are commonly used in brainstorming, and can help teams get the creative juices flowing by providing a visual representation of ideas.


Swimlane Maps

A process map that delegate process activities into “swimlanes” can be used to help train employees on their roles in a specific process, increase accountability, and improve efficiency. This type of process map allows teams to break down large, complicated tasks into manageable, actionable chunks that make it easier for everyone to know what to do and when.


The first step in creating a workflow map is to identify the problem that you want to solve. It’s also important to set a clear goal for the map. This can be as simple as a goal, such as “create a checklist” or as complex as, “deliver a packet of information.” Once you’ve established your objective for the map, it’s time to work backward from output to input.


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